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Hi,
Dave Eschmeyer
DE
Create Loan File
Importing...
Completed.
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Select the Branch:
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Importbranch
Main Branch DE
New After Optin 3
Testacqualify
Select Broker
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Select the Loan Officer
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File Type
Loan Mod/Foreclosure Defense
Short Sale
Student Loan MOD
Credit REPAIR
Tax Settlement
Debt Settlement
Loan Origination
Funding
Commercial/Residential Real Estate
Biz Funding
Private Money
Equipment Financing
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Conventional/Agency
What kind of program are you looking for?
SBA 7a
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Select Internal Loan Program
inteenal test
Lender Name - Commercial Bridge
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RCN Capital
test internal
Where are you in the process?
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Looking for General Info
Actively Looking For Property
Identified a Property
Have Property Under Contract
I Own The Property/Land
Select Primary Client File Status
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Closed- this month
Lead
Negotiating
Processing
Quality Control
Closed- this month
Lead
Negotiating
Processing
Quality Control
Closed- this month
Lead
Processing
Quality Control
adding "Double" quotes
Lead
Application Started
Completed App
Pre-Approved
Processing
Underwriting
Clear to Close
Closed- this month
Draws
Servicing
Sold
Archived
Closed- this month
In Bank
In Litigation
Lead
Processing
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Closed- this month
Lead
Processing
Quality Control
Servicing
Underwriting
Closed- this month
Lead
Processing
Quality Control
test
Closed- this month
Lead
Negotiating
Processing
Quality Control
Closed- this month
In Bank
Lead
Processing
Quality Control
Ready to Close
Sold
Closed- this month
Lead
Negotiating
Processing
Quality Control
File Sub Status
Credit REPAIR
Appointment Set
Asked for Referral
Bad Lead
Cold lead
Contacted
Contract Sent
Discussing with Partner
Follow up Set
Hot Lead
Left Message
Not Interested
Sent Referral
Unavailable
Warm Lead
Welcome Pack Sent
Wrong Number
Debt Settlement
Appointment Set
Asked for Referral
Bad Lead
Cold lead
Contacted
Contract Sent
Discussing with Partner
Follow up Set
Hot Lead
Left Message
Not Interested
Sent Referral
Unavailable
Warm Lead
Welcome Pack Sent
Wrong Number
Funding
Appointment Set
Asked for Referral
Bad Lead
Cold lead
Contacted
Contract Sent
Discussing with Partner
Follow up Set
Hot Lead
Left Message
Not Interested
Sent Referral
Unavailable
Warm Lead
Welcome Pack Sent
Wrong Number
Commercial/Residential Real Estate
120 day past due
15 day past due
30 day past due
60 day past due
90 day past due
Broker commission owed
Broker commission paid
Chargeback Dispute
Invoice Sent
Money Owed
Past Due
Pending refund
Refund denied
Refund Issued
Title / Seller Delays
Borrower Not Qualified
Borrower Unreachable
Other - See Notes
Property Not Qualified
Waiting on Purchase Contract
Background check auth
Credit Pull Auth
Needs Loan Term Signature
Waiting on Past Deals Sheet
Waiting on Rehab Budget
Other - See Notes
Waiting on Closing Date
Appointment Set
Asked for Referral
Bad Lead
Cold lead
Contacted
Contract Sent
Discussing with Partner
Follow up Set
Hot Lead
Left Message
Not Interested
Sent Referral
Unavailable
Warm Lead
Welcome Pack Sent
Wrong Number
test
test2
new direct substatus
new direct 2
Application In Review
Appraisal Pending
Authorization Sent
In Legal Review
In Process
Missing Documents
on hold
Pending client feedback
Pending Insurance Coverage
Pending Manager Review
Pending QC
Verifying Funds
Welcome pack sent
Background Under Review
Borrower Unreachable
Asset Verification Review
Construction Budget InReview
Entity review
In Legal Review
Property Valuation Review
Purchase Agreement Review
Rehab Cost In Review
Title Review
Borrower Unreachable
Loan Mod/Foreclosure Defense
Appointment Set
Asked for Referral
Bad Lead
Cold lead
Contacted
Contract Sent
Discussing with Partner
Follow up Set
Hot Lead
Left Message
Not Interested
Sent Referral
Unavailable
Warm Lead
Welcome Pack Sent
Wrong Number
Appraisal Pending
Authorization Sent
Background Check Passed
Client Unreachable
Disclosures Sent
In Process
Missing Documents
on hold
Pending client feedback
Pending Senior Review
QC Approved
Retainer Received
title Pending
Verification of Assets Complete
Welcome Call made
Welcome pack sent
Loan Origination
Appointment Set
Asked for Referral
Bad Lead
Cold lead
Contacted
Contract Sent
Discussing with Partner
Follow up Set
Hot Lead
Left Message
Not Interested
Sent Referral
Unavailable
Warm Lead
Welcome Pack Sent
Wrong Number
Student Loan MOD
Appointment Set
Asked for Referral
Bad Lead
Cold lead
Contacted
Contract Sent
Discussing with Partner
Follow up Set
Hot Lead
Left Message
Not Interested
Sent Referral
Unavailable
Warm Lead
Welcome Pack Sent
Wrong Number
Short Sale
Appointment Set
Asked for Referral
Bad Lead
Cold lead
Contacted
Contract Sent
Discussing with Partner
Follow up Set
Hot Lead
Left Message
Not Interested
Sent Referral
Unavailable
Warm Lead
Welcome Pack Sent
Wrong Number
Tax Settlement
Appointment Set
Asked for Referral
Bad Lead
Cold lead
Contacted
Contract Sent
Discussing with Partner
Follow up Set
Hot Lead
Left Message
Not Interested
Sent Referral
Unavailable
Warm Lead
Welcome Pack Sent
Wrong Number
Loan Number
Lead Source
How did you hear about us?
Broker/Referring Party
Received Date
Borrower Call back
Actual - Closing Date
Created Date
Property Management
Contact Person
Property Management Company
Email
Address
City
State
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Alabama
Alaska
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Ohio
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Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
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Zip
Phone
Notes
Borrower Info
First Name
Last Name
Borrower Email
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Home Phone
Cell Phone
Cell Carrier
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AllTel
ATT
Cingular
Cricket
H20
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Straight Talk
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Preferred Communication
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Phone
E-mail
Text
Web Portal
Is there a Co-borrower?
Work Phone #
Address
City
State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip Code
Length of time at the present property
Rent or Own
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Own
Rent
Has the borrower resided at the present address for less than two years?
Yes
No
Previous Address
Previous City
Previous State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Previous Zip Code
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Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Length of time at the previous property
Rent or Own
- Select -
Own
Rent
Mailing Address
Mailing Address same as Current Address?
Mailing Address
Mailing City
Mailing State
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Mailing Zip Code
- Select -
Own
Rent
Alternate Names
Alternate Section
1
First Name
First Name
First Name
Personal Info
Date Of Birth
Social Security Number
Driver License State
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Marital Status?
Unmarried
Married
Separated
Date of Marriage
Date of Divorce (If applicable)
Maiden Name
Full name of Spouse if not on mortgage
Citizenship
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Did you ever serve, OR are currently serving IN the United States Armed Forces?
Yes
No
Servicing member Info
Currently serving on active duty
Currently retired,discharged, or separated from service
Only period of service was as a non-activated member of the Reserve or National Guard
Surviving Spouse
Ages Of Dependents
Number Of Dependents
Credit Score Range
- Select -
720 +
680 - 719
620 - 679
600 - 619
580 - 599
580 or Below
Foreign National- No Score
Co-borrower Information
First Name
Last Name
Email Address
Please Wait...
Home Phone
Cell Phone
Mobile Service Provider
- Select -
AllTel
ATT
Cingular
Cricket
H20
Metro PCS
Boost Mobile
Nextel
Sprint PCS
Straight Talk
T-Mobile
Tracfone
US Cellular
Virgin Mobile
Verizon
Address
City
State
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Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip Code
Rent or Own
- Select -
Own
Rent
Length of time at address
Has the borrower resided at the present address for less than two years?
Yes
No
Previous Address
Previous City
Previous State
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Previous Zip Code
Rent or Own
- Select -
Own
Rent
- Select -
Own
Rent
Mailing Address
Same as borrowers mailing address?
Mailing Address
Mailing City
Mailing State
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Mailing Zip
Personal Info
Date Of Birth
Social Security Number
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Marital Status?
Unmarried
Married
Separated
Married to Borrower?
Yes
No
Citizenship
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Credit Score Range
- Select -
720 +
680 - 719
620 - 679
600 - 619
580 - 599
580 or Below
Foreign National- No Score
Business Entity
General Business Info
Entity Name
Entity Type
- Select -
Sole Proprietorship
Limited Partnership
General Partnership
LLC
Corp
S-Corp
Self Employed-1099 Contractor
501 (c)(3) Nonprofit
501 (c)(19) Veterans Org
Tribal Business
Trust
Joint Venture
Estate
Other
Date Of Formation
Less than 3 Months
3-6 Months
6-12 Months
1-2 Years
2-3 Years
3-5 years
5+ years
State Of Formation
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Federal Tax ID/EIN
Website Address
Business Address
Address
City
State
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip Code
-Select-
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Urban
Rural
Suburban
- Select -
Own
Rent
$
$
Business Details
- Select -
Mobile & E-Commerce
Retail
Home Improvement
Food & Beverage
Travel and Tourism
Transportation
Meetings and Events
Education
B2B
Healthcare
Government
Non-Profit
Entertainment
Lodging
Legal
Salon & Spas
Professional Services
Other
- Select -
Agriculture,Forestry,Fishing
Construction
Manufacturing
Transportation & Public Utilities
Whole Sale Trade
Retail Trade
Finance Insurance Real Estate
Services
Public Administration
Utilities
Transportation and Warehousing
Professional, Scientific,Tech Services
Educational Services
Health Care and Social Assistance
Arts,Entertainment,Recreation
Restaurant,Internet,Mail Order/Telephone Order
NAICS Code look up
Service
Product
B2B
B2C
Yes
No
Yes
No
Yes
No
- Select -
W-2
1099
W-2 & 1099
Cash
Yes
No
Yes
No
Yes
No
Yes
No
1
) Business Reference Name
Business Financials
$
$
$
$
$
$
Yes
No
Still Active
Discharged- 1 month
Discharged- 1-3 months
Discharged- 3-6 months
Discharged- 6-12 months
Discharged-1 year
Discharged- 2 years
Discharged- 3 years
Discharged- 5 years
Discharged-7+ years
0
1
2
3
4
5
6
7
8
9
10+
Yes
No
$
Members/Officers
(List all members with 20% ownership or more.)
Same as Borrower/Applicant Info Above
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Name
Title
% of Ownership
%
Address
Phone
Cell
SSN
DOB
Email
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Member TIN
Yes
No
Yes
No
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
Add More Members/Officers Info
Sales Method
Fee Schedule
%
%
$
$
$
$
$
$
$
%
%
%
$
$
%
$
%
%
$
$
Equipment Info
Yes
No
Yes
No
--select--
WiFi
Ethernet
Telephone Land Line
Mobile Unit with Built in Cellular
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
--select--
On Receipt
At Checkout Only
%
%
%
Yes
No
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Additional Guarantors
Yes
No
-Select -
Single
Married
An Entity
Divorced
Widowed
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
U.S. Citizen
Perm Resident Alien
Non-Perm Resident Alien
HMDA - (Borrower)
Do you wish to furnish this information?
Yes
No
N/A
What is your Ethnicity:
Hispanic or Latino
Mexican, Puerto Rican, Cuban, Other Hispanic or Latino
Mexican
Puerto Rican
Cuban
Other Hispanic or Latino
Print Origin
For example: Argentinean, Colombian, Dominican, Nicaraguan,Salvadoran, Spaniard, and so on
Not Hispanic or Latino
Not Disclosed
What is your Race:
American Indian or Alaska Native
Asian
Asian Indian, Chinese, Filipino, Japanese, Korean, Vietnamese, Other Asian
Asian Indian
Chinese
Filipino
Japanese
Korean
Vietnamese
Other Asian
Print Race
For example: Hmong, Laotian, Thai, Pakistani, Cambodian, and so on.
Black or African American
Native Hawaiian or Other Pacific Islander
Native Hawaiian, Guamanian or Chamorro, Samoan, Other Pacific Islander
Native Hawaiian
Guamanian or Chamorro
Samoan
Other Pacific Islander
Print Race
For example: Fijian, Tongan, and so on.
White
Not Disclosed
Sex:
Male
Female
Not Disclosed
Veteran
an option for veteran
Non-Veteran
Veteran
Service-Disabled Veteran
Spouse of Veteran
Not Disclosed
To Be Completed by Financial Institution (for application taken in person)
Yes
No
Yes
No
Yes
No
The Demographic Information was provided through
Face-to-Face Interview (includes Electronic Media w/ Video Component)
Telephone Interview
Fax or Mail
Email or Internet
HMDA - (Co-Borrower)
Do you wish to furnish this information?
Yes
No
N/A
What is your Ethnicity:
Hispanic or Latino
Mexican, Puerto Rican, Cuban, Other Hispanic or Latino
Mexican
Puerto Rican
Cuban
Other Hispanic or Latino
Print Origin
For example: Argentinean, Colombian, Dominican, Nicaraguan,Salvadoran, Spaniard, and so on
Not Hispanic or Latino
Not Disclosed
What is your Race:
American Indian or Alaska Native
Asian
Asian Indian, Chinese, Filipino, Japanese, Korean, Vietnamese, Other Asian
Asian Indian
Chinese
Filipino
Japanese
Korean
Vietnamese
Other Asian
Print Race
For example: Hmong, Laotian, Thai, Pakistani, Cambodian, and so on.
Black or African American
Native Hawaiian or Other Pacific Islander
Native Hawaiian, Guamanian or Chamorro, Samoan, Other Pacific Islander
Native Hawaiian
Guamanian or Chamorro
Samoan
Other Pacific Islander
Print Race
For example: Fijian, Tongan, and so on.
White
Not Disclosed
Sex:
Male
Female
Not Disclosed
Non-Veteran
Veteran
Service-Disabled Veteran
Spouse of Veteran
Not Disclosed
To Be Completed by Financial Institution (for application taken in person)
Yes
No
Yes
No
Yes
No
The Demographic Information was provided through
Face-to-Face Interview (includes Electronic Media w/ Video Component)
Telephone Interview
Fax or Mail
Email or Internet
Borrower Background
Are you a U.S. Citizen?
Yes
No
Origin
Visa Status
Has the borrower been declared bankrupt within the past 7 years?
Yes
No
Status of Personal Bankruptcy
Still Active
Within 1 month
1-3 months
3-6 months
6-12 months
1 year
2 years
3 years
5 years
7+ years
Chapter 7
Chapter 11
Chapter 12
Chapter 13
Please provide filing date, current status, properties included, etc...
Are there any outstanding judgments against the borrowers?
Yes
No
(If Yes, Provide explanation below.)
Do you have any active lawsuits against you?
Yes
No
(If Yes, Provide explanation below.)
Have you had or currently have any property tax liens?
Yes
No
(If Yes, Provide explanation below.)
Has the borrower directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?
Yes
No
Status of Foreclosure
Still Active
Within 1 month
1-3 months
3-6 months
6-12 months
1 year
2 years
3 years
5 years
7+ years
(If Yes, Provide explanation below.)
Is the borrower presently delinquent or in any default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee
Yes
No
(If Yes, Provide explanation below.)
Have you ever been convicted of a felony or other fraud related crimes?
Yes
No
(If Yes, Provide explanation below.)
Yes
No
Yes
No
Yes
No
Yes
No
Background Explanation
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Co-borrower Background
Are you a U.S. Citizen?
Yes
No
Has the borrower been declared bankrupt within the past 7 years?
Yes
No
Please provide filing date, current status, properties included, etc...
Are there any outstanding judgments against the borrowers? (If Yes, Provide explanation below)
Yes
No
(If Yes, Provide explanation below.)
Do you have any active lawsuits against you?
Yes
No
(If Yes, Provide explanation below.)
Have you had or currently have any property tax liens?
Yes
No
(If Yes, Provide explanation below.)
Has the borrower directly or indirectly been obligated on any loan which resulted in foreclosure, transfer of title in lieu of foreclosure, or judgement?
Yes
No
(If Yes, Provide explanation below.)
Is the borrower presently delinquent or in any default on any Federal debt or any other loan, mortgage, financial obligation, bond, or loan guarantee
Yes
No
(If Yes, Provide explanation below.)
Have you ever been convicted of a felony or other fraud related crimes?
Yes
No
(If Yes, Provide explanation below.)
Yes
No
Background Explanation
Borrower Experience
Does borrower have Fix & Flip or Buy & Hold experience?
Yes
No
# of years of experience?
# of properties completed in last 36 months
List 3 examples of past deals:
Property Type
- Select -
Single Family
Condo
Duplex
3 Units
4 Units
Multi-Family 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Duplex
3 Units
4 Units
Multi-Family 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Duplex
3 Units
4 Units
Multi-Family 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Does borrower have ground up construction experience?
Yes
No
# of years experience?
# of properties completed in last 36 months
List 3 examples of past deals:
Property Type
- Select -
Single Family
Condo
Duplex
3 Units
4 Units
Multi-Family 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Duplex
3 Units
4 Units
Multi-Family 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Duplex
3 Units
4 Units
Multi-Family 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Are you a builder/developer?
Yes
No
Yes
No
Yes
No
Property Type
- Select -
Single Family
Condo
Duplex
3 Units
4 Units
Multi-Family 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Duplex
3 Units
4 Units
Multi-Family 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Property Type
- Select -
Single Family
Condo
Duplex
3 Units
4 Units
Multi-Family 5+
Mixed Use
Commercial
Purchase date
Purchase Price
Amount Financed
Rehab Budget
Entity Name
Ownership %
Exit
- Select -
In progess-To Be rented
In Progress- To Be Sold
Rented
Sold
Monthly Rent
Sale Price
Sale Date
Address
City
State
;
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Zip
Outcome/Profit
Upload HUD
Does borrower have any projects currently in progress?
Yes
No
How many?
Does borrower own investment properties?
Yes
No
How many?
Yes
No
Do you have any professional licenses?
Yes
No
Select Professional license
- Select -
Real Estate
Mortgage
CPA
General Contractor
Attorney
Appraiser
Other
License #
Yes
No
Primary investment strategy
Residential fix & flip
Residential-buy & hold
Residential Wholesaling
Residential New Construction
Commercial- Fix & Flip
Commercial Buy & Hold
Commercial Wholesaling
Commercial-New Construction
Mixed Use
Multifamily
Other
Typical Transactions
$
To
$
$
To
$
$
To
$
$
To
$
To
To
To
To
To
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Co-borrower Experience
Does borrower have Fix & Flip or Buy & Hold experience?
Yes
No
NA
# of years of experience?
List 3 examples of past deals:
Outcome/Profit
Upload HUD
# of properties completed in last 36 months
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Does borrower have ground up construction experience?
Yes
No
NA
# of years experience?
List 3 examples of past deals:
Outcome/Profit
Upload HUD
# of properties completed in last 36 months
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Yes
No
NA
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Address
Outcome/Profit
Upload HUD
Do you have any projects currently in progress?
Yes
No
NA
How many?
Does borrower own investment properties?
Yes
No
NA
How many?
Yes
No
NA
Do you have any professional licenses?
Yes
No
Select Professional license
- Select -
Real Estate
Mortgage
CPA
General Contractor
Attorney
Appraiser
Other
License #
Yes
No
Primary investment strategy
Residential fix & flip
Residential-buy & hold
Residential Wholesaling
Residential New Construction
Commercial- Fix & Flip
Commercial Buy & Hold
Commercial Wholesaling
Commercial-New Construction
Mixed Use
Multifamily
Other
Primary investment strategy Explain
SBA Questions
Average Monthly Payroll of all employees?
$
$
Payroll
Rent/Mortgage Interest
Utilities
Other
Detailed Explanation
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Still Active
Within 1 month
1-3 months
3-6 months
6-12 months
1 year
2 years
3 years
5 years
7+ years
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
$
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Yes
No
Loan Amount
$
Is the Applicant or any owner of the Applicant Business an owner of any other business/affiliate, or have common management with, any other business/affiliate?
Yes
No
Other Business/Affiliate Information
Company Name
Tax Id/EIN #
Legal Owners/Title/Ownership %
# of employees
Years in Business
Has applied for SBA loans?
Yes
No
Description
Add Other Business Info
-Select-
Before Jan 1, 2019
Between Jan 1, 2019 – Feb 15, 2020
After Feb 15, 2020
No
Partial Suspension
Full Suspension
Q1 2020: (after the CARES Act took effect: March 13 - March 31, 2020)
Q2 2020: Apr – Jun
Q3 2020: Jul – Sep
Q4 2020: Oct – Dec
Q1 2021: Jan – Mar
Q2 2021: Apr – Jun
Q3 2021: Jul – Sep
Q4 2021: Oct – Dec
Q1 2019
$
Q2 2019
$
Q3 2019
$
Q4 2019
$
Q1 2020
$
Q2 2020
$
Q3 2020
$
Q4 2020
$
Q1 2021
$
Q2 2021
$
Q3 2021
$
Q4 2021
$
No
Partial Suspension
Full Suspension
Not Sure
Q1 2020: (after the CARES Act took effect: March 13 - March 31, 2020)
Q2 2020: Apr – Jun
Q3 2020: Jul – Sep
Q4 2020: Oct – Dec
Q1 2021: Jan – Mar
Q2 2021: Apr – Jun
Q3 2021: Jul – Sep
Q4 2021: Oct – Dec
Q1 2019
$
Q2 2019
$
Q3 2019
$
Q4 2019
$
Q1 2020
$
Q2 2020
$
Q3 2020
$
Q4 2020
$
Q1 2021
$
Q2 2021
$
Q3 2021
$
Q4 2021
$
Q1 2020: (after the CARES Act took effect: March 13 - March 31, 2020)
Q2 2020: Apr – Jun
Q3 2020: Jul – Sep
Q4 2020: Oct – Dec
Q1 2021: Jan – Mar
Q2 2021: Apr – Jun
Q3 2021: Jul – Sep
Q4 2021: Oct – Dec
$
$
Yes
No
Yes
No
$
$
Yes
No
Assets (Include Borrower + Co-borrower amounts if any)
Type
Estimated Value ($)
Amount Owed ($)
$
$
Checking Account(s)
$
Savings/Money Market/ CDs
$
$
$
$
Stocks/Bonds
$
$
$
$
IRA / Keogh Accounts
$
$
401k / ESOP Accounts
$
$
Life Insurance -- Cash Surrender Value Only
$
$
$
$
$
$
Home
$
Home Owed
$
Secondary Residences
$
Secondary Residences Owed
$
Other Real Estate
$
Other Real Estate Owed
$
$
$
$
$
$
Other Owed
$
Other Assets
$
$
$
$
$
$
$
$
$
$
Other Assets Details
Total:
$
$
Total Est. Value
- Total Amt Owed
= Total Net Worth
$
- $
= $
Gifts or Grants
Gifts Or Grants : 1
Cash Gift
Gift
Gift of Equity
Grant
Yes
No
NA
Community Nonprofit
Federal Agency
Relative
State Agency
Lender
Employer
Local Agency
Religious Nonprofit
Unmarried Partner
Other
$
Add Gifts Or Grants Info
Schedule of Real Estate Owned and Sold
Schedule of Real Estate Info : 1
Property Address
Property City
Property State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Property Zip
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Status
Sold
Pending Sale
Rental
Retained
%
Type Of Property
---Residential---
Single Family Home
Condo
Condo Low Rise
Condo High Rise
Loft
TownHouse
SRO
Manufactured
Duplex
3 Units
4 Units
2-4 Units
Lot/Land
Residential Portfolio
AirBnB
---Commercial---
Affordable Housing
Apartment Complex
Assisted Living Facility
Auto Repair
Bed & Breakfast
Bio-Energy
Boathouse
Car Wash
Church
Co-Op
Commercial Lot/Land
Condotel
Construction
Daycare
Developed Land
Equipment
Fractured Co-op
Fractured Condo
Funeral Homes
Garage/Storage
Gas Stations
Hospital
Hotel
Infrastructure
Laundromat
Light Industrial
Medical Cannabis
Mixed Use
Motel
Multi-Family-5+
Mobile Home Park
Medical Office
New Residential Development
Owner Occupied Business
Office Building
Public Safety
PUD
Recreational Properties
Renewable Energy
Resorts
Restaurant/Bar
Retail
Self-Storage
Solar
Special Purpose Properties
Strip Mall
Student Housing
Tavern
Underlying Co-op
Warehouse
Wastewater Treatment
Water Treatment
Other
Rental
Flip
Present Market Value
Balance of Mortgages & Liens
Gross Rental Income
Mortgage Payments
Insurance, Taxes, HOA (If Not Included in Payment)
Titled Under
Date Purchased
Purchase Price
Value of Improvements Made
Intended Occupancy
Primary
Second Home
Investment
Other
$
Are there any mortgages or liens?
Yes
No
Creditor Name
Account Number
Loan Status
Current
Delinquent
Pending Short Sale
In Foreclosure
Monthly Payment
%
Unpaid Balance
Type
FHA
VA
Conventional
USDA
Other
Credit Limit
Is their another mortgage or lien?
Yes
No
Creditor Name
Account Number
Loan Status
Current
Delinquent
Pending Short Sale
In Foreclosure
Monthly Payment
%
Unpaid Balance
Type
FHA
VA
Conventional
USDA
Other
Credit Limit
Borrower Employment Information
Position or Title
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
Start Date
I have ownership share of less than 25%
I have ownership share of 25% or more
$
How often are you paid?
Weekly
Monthly
Every 2 weeks
Twice a month
Employer Information
Employer Name
Years at job
Employer Address
Please explain if employment history is less than 2 years
Employer Phone
May we contact you at work?
Years employed in this line of work / profession
Additional Employment Information
Additional Employment Information :
1
Is this job an additional or previous Job?
Additional
Previous
Name
Address of Employer
Employer City
Employer State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Employer Zip
Employer Country
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
I have ownership share of less than 25%
I have ownership share of less than 25%
Monthly Income/Loss $
Employed From
Employed To
Yrs employed in this line of work / profession
Employed by a family member, property seller, real estate agent, or other party to the transaction?
Are you the business Owner or Self-Employed?
Monthly Income
Overtime
Commission/Bonus
Military Entitlements
Other
Income from other sources
Alimony
Child Support
Interest and Dividends
Notes Receivable
Royalty Payments
Unemployment
Automobile Allowance
Disability
Mortgage Credit Certificate
Public Assistance
Separate Maintenance
Benefits
Boarder Income
Foster Care
Mortgage Differential
Retirement
Social Security
VA Compensation
Capital Gains
House or Parsonage
Payments
Trust
Other
Total Monthly Income from Other Sources
Position / Title / Type of Business
Employer Phone
Co-borrower Employment Information
Position or Title
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
Start Date
I have ownership share of less than 25%
I have ownership share of 25% or more
Monthly Income/Loss $
$
Weekly
Monthly
Every 2 weeks
Twice a month
Employer Information
Employer Name
Years at job
Employer Address
Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Employer Phone
Additional Employment Information
Additional Employment Information :
1
Name
Address of Employer
Employment Type
- Select -
Self-Employed
1099
Salary W-2
Retired
Unemployed
Other
I have ownership share of less than 25%
I have ownership share of less than 25%
Monthly Income/Loss $
Employed From
Employed To
Monthly Income
Position / Title / Type of Business
Employer Phone
Borrower Monthly Income
Base Employment Income
$
Commission/Bonus
$
$
Overtime
$
Net Rental
$
Dividends / Interest
$
Capital Gains / (Losses)
$
Partnership / Subchapter S Income
$
Other
$
Other Income Description
Total Income
$
(Borrower)
Co-borrower Monthly Income
Base Employment Income
$
Commission/Bonus
$
Overtime
$
$
$
$
$
Other
$
$
(Co-Borrower)
$
(Borr + Cobor)
Borrower Monthly Expenses
Monthly Payment
Bal Owed
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
(Borrower)
Co-borrower Monthly Expenses
Monthly Payment
Bal Owed
$
$
$
$
$
$
$
(Co-Borrower)
$
(Borr + Cobor)
Financial Accounts & Securities
Account Type
Bridge Loan Proceeds
Bonds
Cash Value Of Insurance
Certificate Of Deposit
Checking
CD
Individual Development
Mutual Fund
Non-Marketable Securities
Retirement
Savings
Stock Options
Trust Account
Earnest Money
Employer Assistance
Lot Equity
Proceeds From Real Estate Property To Be Sold On Or Before Closing
Proceeds From Sale Of Non-Real Estate Asset
Relocation Funds
Rent Credit
Secured Borrowed Funds
Sweat Equity
Trade Equity
Unsecured Borrowed Funds
Other
Name of Institution
Account Number
Balance/Value
$
Yes
No
Add Additional Account(s)
Liabilities
$
$
$
$
$
Creditors / Liabilities (Non-Real Estate)
Creditor/Company Name
Account #
Open
Closed
Current
Delinquent
Bankruptcy
Current
Delinquent
Foreclosure
In Dispute
Lawsuit
Other-See Description
Paid
Satisfied judgement
Short Sale
Unpaid collection
Type
Alimony
Auto Loan
Business Debts
Child Care
Credit card
IRS Tax
Judgements
Lease
Loan on Life Insurance
Medical
Other
Secured loans
Separation Maintenance
Student Loan
Unpaid Property Taxes
Unsecured loan
Authorized user
CoSigner
Individual
Joint Account
Maker (signer)
Shared Account
Undesignated
%
Min Payment $
$
Account Balance $
$
Pay at/before Closing?
Yes
No
Creditor Details
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
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New Hampshire
New Jersey
New Mexico
New York
North Carolina
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Ohio
Oklahoma
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Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
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Collection Agency Details
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Sum Totals
$
$
Add More Creditors/Liabilities
Partnerships
Partnerships
1
Business/Professional
Investments (Including Tax Shelters)
$
%
$
$
Add New Partnerships
Other New Mortgage Loans on the Property
Other New Mortgage Loans : 1
First Lien
Second Lien
$
$
$
Add Other New Mortgage Loans
Loan Terms
Lock Loan File:
What kind of program are you looking for?
- Select -
Desired Closing Date
$
%
%
Borrower Occupancy
- Select -
Owner Occupied
2nd Home
Investment
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1st lien
2nd lien
3rd lien
Transaction Type
- Select -
Cash-Out / Refinance
Commercial Cash Out Refinance
Commercial Purchase
Commercial Rate / Term Refinance
Equipment Financing
Line of Credit
New Construction - Existing Land
Purchase
Rate & Term Refinance
Refinance
Transactional
- Select -
Auction
Foreclosure
HUD
MLS Listing
Off Market
Probate
REO
Sheriff Sale
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Wholesale
- Select -
12 Month Bank Statements
24 Month Bank Statements
Full Doc
Lite doc
No Doc
Stated doc
Actual - Closing Date
Days
Loan Term
- Select -
Revolving
1 Month
2 Months
3 Months
4 Months
5 Months
6 Months
7 Months
8 Months
9 Months
10 Months
11 Months
12 Months
13 Months
15 Months
18 Months
24 Months
36 Months
48 Months
60 Months
72 Months
84 Months
120 Months
180 Months
240 Months
300 Months
360 Months
480 Months
360 Months- Interest Only
360 Months- 3/1 ARM
360 Months- 5/1 ARM
360 Months- 7/1 ARM
360 Months- 10/1 ARM
360 Months- 3/1 ARM- Interest Only
360 Months- 5/1 ARM- Interest Only
360 Months- 7/1 ARM- Interest Only
360 Months- 10/1 ARM- Interest Only
480 Months- 10 Yr Interest Only
Libor
US Treasury
Farmer mac
Wallstreet Journal Prime
SOFR
CME Term SOFR 3M
CME Term SOFR 6M
CME Term SOFR 12M
CME Average SOFR 30 Day
CME Average SOFR 90 Day
CME Average SOFR 180 Day
Overnight SOFR
UST Bills 3M
UST Bills 6M
UST Bills 9M
UST Bills 12M
UST Notes 2Y
UST Notes 3Y
UST Notes 5Y
UST Notes 7Y
UST Notes 10Y
UST Bonds 30 YR
%
%
%
%
Yes
No
- Select -
Interest Only
1 Years
2 Years
3 Years
4 Years
5 Years
6 Years
7 Years
8 Years
9 Years
10 Years
15 Years
20 Years
25 Years
30 Years
40 Years
Amortization Type
Fixed Rate
Adjustable Rate
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Interest Only
Principal + Interest
Principal & Interest
- Select -
Daily (365/Yr)
Daily (360/Yr)
Weekly (52/Yr)
Bi-Weekly (26/Yr)
Twice a Month (24/Yr)
Monthly (12/Yr)
Bi-Monthly (6/Yr)
Quarterly (4/Yr)
Semi-Annually (2/Yr)
Annually (1/Yr)
Current Loan Balance
Total Loan Amount
Set Manual Payment
$
30/360
Actual/365
Actual/360
Yes
No
$
$
$
0.00
Yes
No
Yes
No
Yes
No
Resale Price
$
Resale Closing Date
Will the property need rehab or construction?
Yes
No
Acquisition / Purchase Price
$
Property Value (AS-Is)
$
ARV
$
Yes
No
- Select -
Purchasing Lot
Paying Off Lot Loan
Lot Owned Free & Clear
$
$
$
Original Purchase Price
$
Original Purchase Date
maxAmtToPutDownClass
Acquisition Down Payment
$
commercialTdFieldsClass
Down Payment %
transactionalTdFieldsClass
Initial Loan Amount
$
rehabConsClsClass
LTV%
LOCTotalLoanAmt_dispClass
Initial Loan Amount
$
doesPropertyNeedRehabDispDivCLass1
Rehab/Construction Cost
$
doesPropertyNeedRehabDispDivClass2
Rehab/Construction % Financed
doesPropertyNeedRehabDispDivClass3
Rehab/Construction Cost Financed
$
haveInterestreserveClass
Yes
No
2 haveInterestreserveDivClass
$
propertyNeedRehabinitialTddispClass
$
payOffMortgage1_dispClass
Pay-Off on Mortgage 1
$
Pay-Off on Mortgage 2
$
Pay Off Oustanding Taxes
$
$
$
propertyNeedRehabinitialTddispClass
$
CORTotalLoanAmt_disp
Total Loan Amount
$
Total Cash Out
$
Total Loan Amount
$
Auto-calc Total Loan Amount based on ?
ARV
LTC
NA
Total Project Cost
$
$
Total Loan Amount
$
Land Value
$
Simple ARV
%
Full ARV
%
Acquisition LTV
%
Market LTV
%
LTC - Total Loan Amount
%
% Of Rehab/Construction
(Cost Financed)
%
%
%
%
%
Current Mortgage Refinance Info
Current Mortgage Refinance Info
1
1st
2nd
3rd
$
Original Purchase Date
Current Lender
Original Purchase Price
$
$
%
Cost of Improvements made
$
Yes
No
Monthly Payment
$
Current Rate
%
Yes
No
Current Loan Balance
$
$
Add New Mortgage
Subject Property Details
Property Location
Subject Address
Subject City
Subject State
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Alabama
Alaska
Arizona
Arkansas
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Michigan
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Mississippi
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New Mexico
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North Dakota
Ohio
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Oregon
Pennsylvania
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South Carolina
South Dakota
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Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
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Subject Zip Code
- Select -
Afghanistan
Aland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the Congo
Cook Islands
Costa Rica
Cote D Ivoire
Croatia
Cuba
Curacao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands (Malvinas)
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran, Islamic Republic of
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic Peoples Republic of
Korea, Republic of
Kosovo
Kuwait
Kyrgyzstan
Lao Peoples Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
Macedonia, the Former Yugoslav Republic of
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia, Federated States of
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Serbia and Montenegro
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Swaziland
Sweden
Switzerland
Syrian Arab Republic
Taiwan, Province of China
Tajikistan
Tanzania, United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.s.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
- Select -
Urban
Rural
Suburban
Property Characteristics
Subject Property Type
- Select -
---Residential---
Single Family Home
Condo
Condo Low Rise
Condo High Rise
Loft
TownHouse
SRO
Manufactured
Duplex
3 Units
4 Units
2-4 Units
Lot/Land
Residential Portfolio
AirBnB
---Commercial---
Affordable Housing
Apartment Complex
Assisted Living Facility
Auto Repair
Bed & Breakfast
Bio-Energy
Boathouse
Car Wash
Church
Co-Op
Commercial Lot/Land
Condotel
Construction
Daycare
Developed Land
Equipment
Fractured Co-op
Fractured Condo
Funeral Homes
Garage/Storage
Gas Stations
Hospital
Hotel
Infrastructure
Laundromat
Light Industrial
Medical Cannabis
Mixed Use
Motel
Multi-Family-5+
Mobile Home Park
Medical Office
New Residential Development
Owner Occupied Business
Office Building
Public Safety
PUD
Recreational Properties
Renewable Energy
Resorts
Restaurant/Bar
Retail
Self-Storage
Solar
Special Purpose Properties
Strip Mall
Student Housing
Tavern
Underlying Co-op
Warehouse
Wastewater Treatment
Water Treatment
Other
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Warrantable
Non Warrantable
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Brick
Wood Frame
Timber Frame
Wood Panel
Steel Stud
Concrete Block/ICF
Modular/Pre-Fab
Manufactured
-Select-
Site-Built
Manufactured
Modular
# of units
$
Yes
No
-- select --
Class A
Class B
Class C
-- select --
Gross
Net
Mixed
Triple Net
Double Net
Modified Gross
Property Details
Estimated Property Value
$
Zillow value
$
Get Zillow Value
$
URL link 1 to Property
- Select -
Vacant
Rented
Leased
Deliquent Renter
Deliquent Owner
Owner Occupied
FHA Secondary Residence
Subject Property Condition
- Select -
Excellent
Good
Fair
Poor
Condemned
Condition Notes
- Select -
Owner Occupied
Owner Occupied/Vacant
2nd Home
Non-Owner with Tenant
Non-Owner/Vacant
$
$
$
$
In Month
Property Access
Who to contact for property access? Name
Email
Lock Box Info
Phone:
Can we obtain interior access?
Yes
No
Rent Roll
Rent Roll Entry
1
Residential
Commercial
$
Yes
No
Yes
No
Yes
No
Add New Rent Roll Entry
Is this loan being cross collateralized?
Yes
No
How many properties are collateralized? (including subj property)
Add Subject Properties
Subject Property Cash Flow (Annualized)
Income Info
Residential Gross Potential Income
$
Residential Calculate from Rent Roll?
Vacancy
$
Residential Vacancy Rate
%
$
Commercial Calculate from Rent Roll?
$
$
$
$
$
Effective Gross Income
$
Expense Info
Annual Property Tax
$
Annual Insurance Policy Premium
$
HOA Fees
$
Operating Expenses
$
$
$
$
$
$
$
$
$
$
$
$
$
$
%
Net Operating Income
$
Cap Rate
%
Reserves
$
0.00
Reserve Factor
$
Rentable Sq. Feet
Per Unit
Debt Service Ratio
Cash Available To Service Debt
$
0.00
Gross Annual Rent of Largest Tenant
$
Estimated Project Cost/Use Of Funds Breakdown
Land Acquisition
$
New Building Construction
$
Construction Contingency (5-10%)
$
Business Acquisition
$
Land and Business Acquisition
$
Building or Leasehold Improvements/Repairs/Renovations
$
Acquisition of Machinery/Equipment
$
Acquisition of Furniture/Fixtures
$
Inventory Purchase
$
Working Capital (including Accounts Payable)
$
Refinancing existing business debt
$
Franchise Fee
$
Closing Cost (around 5% of loan amount)
$
Other Cost
$
Other Cost 2
$
total estimated project cost
$
LESS OWNER'S EQUITY TO BE INJECTED
$
LESS SELLER CARRY-BACK (If Applicable)
$
total loan requested for project
$
Collateral
Select all collateral available to support the loan
Commercial Real Estate
Market Value
$
Total Debt/Liens
$
Valuation Date
Description
Furniture & Fixtures
Market Value
$
Total Debt/Liens
$
Description
Residential Real Estate
Market Value
$
Total Debt/Liens
$
Valuation Date
Description
Vehicles
Market Value
$
Total Debt/Liens
$
Valuation Date
Description
Inventory
Market Value
$
Total Debt/Liens
$
Valuation Date
Used Equipment/Machinery
Market Value
$
Total Debt/Liens
$
Description
Accounts Receivable
Market Value
$
Total Debt/Liens
$
Valuation Date
Vacant Land
Market Value
$
Total Debt/Liens
$
Valuation Date
Description
Cash
Market Value
$
Total Debt/Liens
$
Leasehold Improvements
Market Value
$
Total Debt/Liens
$
Description
Investment Accounts
Market Value
$
Total Debt/Liens
$
Description
Retirement Accounts
Market Value
$
Total Debt/Liens
$
Description
New Equipment/Machinery
Market Value
$
Total Debt/Liens
$
Description
Other
Market Value
$
Total Debt/Liens
$
Valuation Date
Description
None
Detailed description of collateral
VENDOR & EQUIPMENT INFORMATION
1
) Vendor Name
- Select -
Vehicle
Farming Equipment
Construction Equipment
Restaurant Equipment
Office Equipment
Medical Equipment
Robotic Equipment
Industrial Equipment
New
Used
Options
Pictures of Property
Select file to upload
Add Pictures Property
1st Lien Current Mortgage Scenario
- Select -
2/28 ARM
3/27 ARM
5/25 ARM
7/1 ARM
10/1 ARM
10 Year Fix
15 Year Fix
20 Year Fix
30 Year Fix
40 Year Fix
40/30 Year Fix
Pay Option Arm
HELOC
Other
ARM
Fixed Rate
Step Rate
Balloon
Terms
- Select -
Interest Only
3 Years
5 Years
10 Years
15 Years
20 Years
25 Years
30 Years
40 Years
10/30 Years
15/30 Years
40/30 Years
50/30 Years
Remaining Months
Rate %
$
$
- Select -
0
Imminent Default
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
36+
- Select -
FHA
FmHA
VA
Conventional with PMI
Conventional wo PMI
Rural
- Select -
Fannie Mae
Freddie Mac
Held in Bank/Lender Portfolio
Private Investor Owned
FHLB
GNMA
Unknown
Monthly Payment Details
Monthly P + I Payment
$
$
$
$
$
Monthly H.O.A Fees
$
Total Monthly Payment
$
$
$
$
$
$
Rep Name & all other contact info....
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
2nd Lien Current Mortgage Scenario
- Select -
Fixed 2nd
HELOC
Seller Held 2nd
Other
Adjustable
ARM
Fixed Rate
Balloon
- Select -
Interest Only
3 Years
5 Years
10 Years
15 Years
20 Years
25 Years
30 Years
40 Years
10/30 Years
15/30 Years
40/30 Years
50/30 Years
Remaining Months
$
$
$
- Select -
0
Imminent Default
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
36+
- Select -
FHA
FmHA
VA
Conventional with PMI
Conventional wo PMI
Rural
- Select -
Fannie Mae
Freddie Mac
Held in Bank/Lender Portfolio
Private Investor Owned
FHLB
GNMA
Unknown
Rep Name & all other contact info....
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Foreclosure / Default Info
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
Attorney Information
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Trustee Information
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Loan Workout Q & A
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
- Select -
Discharged
Dismissed
Relief of Stay
Active
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
$
Yes
No
NA
$
Yes
No
NA
Yes
No
NA
$
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
Yes
No
NA
Additional Questions
Is there an accepted purchase agreement?
Yes
No
Purchase Agreement Expiration date
$
Loan/Exit Plan
- Select -
Fix & Flip
Fix & Hold
Wholesale/Re-sale
Refi
Long Term Rental
Short Term Rental
AirBnb
Build and Sell
Other
Loan/Exit Plan Explanation
What is the projected rental income per month?
$
Are you adding square footage?
Yes
No
How many additional square feet are you adding?
$
$
$
Does the borrower intend to occupy the property as their primary residence?
Yes
No
$
-- Select One --
Working Capital
Start a Business
Accquire a Business
Purchase Inventory
Purchase Machinery or Equipment
Make Building Improvements
Building Acquisition
Refinance Existing Debt
Vacant Lot/Ground-Up Construction
Tear Down and Rebuild
Mid-Construction Refinance
Other
Please Explain
$
Will borrower personally guarantee this loan?
Yes
No
Title Info
New Name on Title
- Select -
Fee Simple
Fee Simple Absolute
Fee Simple Defeasible
Leasehold
Life Estate
Tenancy in Severalty
Tenancy in Common
Joint Tenancy
Tenancy by Entirety
- Select -
Joint tenancy with right of survivorship
Community property with right of survivorship
Tenancy in Common
Sole Ownership
Living Trust
Title Info : 1
Title Rep First Name
Title Rep Last Name
Title Company
E-mail
Phone #
Cell
Toll Free
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Add Title Info
Attorney Info
Attorney Info : 1
Attorney Name
Attorney Firm Name
Attorney Phone
Attorney E-mail
- Select -
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
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